Johnson Controls International
About: Johnson Controls manufactures, installs, and services commercial HVAC systems, building management platforms and controls, fire and security solutions, and industrial refrigeration units. Commercial HVAC and fire and security each account for approximately 45% of sales, while industrial refrigeration and other solutions account for the remaining 10% of revenue. In fiscal 2024, Johnson Controls generated nearly $23 billion in pro forma revenue.
Employees: 94,000
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
192% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 66
182% more call options, than puts
Call options by funds: $714M | Put options by funds: $253M
32% more capital invested
Capital invested by funds: $47.1B [Q1] → $62.3B (+$15.2B) [Q2]
31% more funds holding in top 10
Funds holding in top 10: 16 [Q1] → 21 (+5) [Q2]
8% more funds holding
Funds holding: 1,216 [Q1] → 1,316 (+100) [Q2]
6% more repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 449
0.83% more ownership
Funds ownership: 89.06% [Q1] → 89.89% (+0.83%) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$101
7%
downside
Avg. target
$116
7%
upside
High target
$130
20%
upside
8 analyst ratings
3 positive
38%
5 neutral
63%
0 negative
0%
Morgan Stanley Chris Snyder | 15%upside $125 | Overweight Maintained | 21 Aug 2025 |
Citigroup Andrew Kaplowitz | 3%upside $112 | Neutral Maintained | 30 Jul 2025 |
RBC Capital Deane Dray | 5%upside $114 | Sector Perform Maintained | 30 Jul 2025 |
Barclays Julian Mitchell | 7%downside $101 | Equal-Weight Maintained | 30 Jul 2025 |
Jefferies Stephen Volkmann | 11%upside $120 | Hold Downgraded | 24 Jul 2025 |
Financial journalist opinion
Based on 6 articles about JCI published over the past 30 days
Positive
MarketBeat
2 weeks ago
3 Stocks Riding the AI Data Center Buildout Wave
Earnings season follows a predictable rhythm. Investors have now heard from many companies fueling the artificial intelligence (AI) revolution.
Neutral
PRNewsWire
3 weeks ago
Johnson Controls Completes Sale of Residential and Light Commercial HVAC Business
Transaction accelerates the company's transformation as a pure-play provider of innovative building solutions CORK, Ireland , Aug. 1, 2025 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global leader for smart, safe, healthy and sustainable buildings, today announced it has completed the sale of its Residential and Light Commercial (R&LC) HVAC business in an all-cash transaction to the Bosch Group. "The completion of this transaction is an important milestone for Johnson Controls and positions our company as a leading pure-play provider of innovative building solutions," said CEO Joakim Weidemanis.
Positive
Zacks Investment Research
4 weeks ago
Johnson Controls Q3 Earnings & Revenues Top Estimates, Increase Y/Y
JCI posts 11% EPS growth and beats Q3 estimates, fueled by solid organic sales and rising EBITA across global segments.
Neutral
Seeking Alpha
4 weeks ago
Johnson Controls International plc (JCI) Q3 2025 Earnings Call Transcript
Johnson Controls International plc (NYSE:JCI ) Q3 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants James C. Lucas - Vice President of Investor Relations Joakim Weidemanis - Chief Executive Officer Marc Vandiepenbeeck - Executive VP & CFO Conference Call Participants Amit Singh Mehrotra - UBS Investment Bank, Research Division Andrew Alec Kaplowitz - Citigroup Inc., Research Division Andrew Burris Obin - BofA Securities, Research Division Charles Stephen Tusa - JPMorgan Chase & Co, Research Division Christopher M.
Positive
Zacks Investment Research
4 weeks ago
Here's What Key Metrics Tell Us About Johnson Controls (JCI) Q3 Earnings
The headline numbers for Johnson Controls (JCI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
PRNewsWire
4 weeks ago
Johnson Controls Reports Strong Q3 Results; Raises FY25 Guidance
Q3 sales increased 3% and organic sales increased 6%* Q3 GAAP EPS of $0.94; Q3 Adjusted EPS* of $1.05 Q3 orders increased 2% organically year-over-year Systems and Services backlog of $14.6 billion increased 11% organically year-over-year Initiates fiscal Q4 and raises full year fiscal 2025 guidance* * This news release contains non-GAAP financial measures. Definitions and reconciliations of the non-GAAP financial measures can be found in the attached footnotes.
Positive
Zacks Investment Research
1 month ago
Stay Ahead of the Game With Johnson Controls (JCI) Q3 Earnings: Wall Street's Insights on Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Johnson Controls (JCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Neutral
Business Wire
1 month ago
Store Pickup More Popular Than Home Delivery Among Back-to-School Shoppers, According to Sensormatic Solutions Survey
NEUHAUSEN, Switzerland--(BUSINESS WIRE)--Sensormatic Solutions, the leading global retail solutions portfolio of Johnson Controls (NYSE: JCI), today released the findings of its 2025 U.S. Back-to-School Consumer Sentiment Survey, showing that the majority (70%) of respondents plan to visit brick-and-mortar store locations to stock up ahead of the school year. Additionally, the survey found that interest in “buy online, pickup in store” (BOPIS; 46%) has risen from last year (43%) and now outpace.
Neutral
PRNewsWire
1 month ago
Johnson Controls Appoints Chris Scalia as Executive Vice President and Chief Human Resources Officer
Seasoned leader brings deep business transformation, talent, and change management expertise to accelerate company's growth strategy CORK, Ireland , July 15, 2025 /PRNewswire/ -- Johnson Controls (NYSE: JCI), a global leader for smart, healthy and sustainable buildings, today announced the appointment of Chris Scalia as executive vice president and chief human resources officer (CHRO). Scalia will report to CEO Joakim Weidemanis and serve as a member of the company's executive committee.
Positive
Seeking Alpha
1 month ago
Johnson Controls: Portfolio Transformation And Megatrends Support Re-Rating
Johnson Controls is delivering strong, broad-based revenue growth, underpinned by a record $14B backlog and robust demand in data centers and service segments. Operational improvements, Lean initiatives, and a new organizational structure are driving meaningful margin expansion, with further upside from productivity gains and cost savings. JCI trades at a premium to its historical average, but the valuation is justified by exposure to secular growth trends and a stronger, recurring revenue mix.
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